The Insurance ERA page allows you to see the information sent back via an Electronic Remittance Advice. This guide will give you a better understanding of the ERA log and help you navigate it smoothly.

Navigate to Insurance iQ and select the Insurance ERA's tab

You can switch between "View by Check" and "View by Line Item," allowing you to see ERAs grouped by check or displayed as individual line items, respectively.

NOTE: ERAs associated with merged claims can be accessed by selecting the "View by Check" option. The ERA dropdown will display a single entry containing all service dates and service codes from the merged claims. 

When using the "View by Line" option, the merged claims will appear as separate line items.

You can also filter the ERA by Status.

On the Search box you are able to search specific ERA's by:

• Client name
• Payer Name
• Payer Number
• Check Number
• Paid Date
• Received Date

The ERA report contains the following columns:

• Client
• Status
• Proc. Code
• Mods
• Payer Name
• Amount
• Check Number 
• Paid Date 
• Received Date
• Notes

When the 3 dots on an ERA is selected you have the following options:

• View
• Mark as worked
• Post Claim
• Edit Note
• Archived

To view details about a specific ERA, simply select from the list on the page to open their detail page. At the top you will see the Insurance ERA ID Number

NOTE: This ID number is auto generated and cannot be changed

To the right, you have the ability to update the ERA Status.  There are three (3) statuses in the drop down menu:

1. Open: The ERA is still being processed
2. Worked: The ERA processing has been completed
3. Archived: ERA has been stored or moved to an archive section for historical reference or record-keeping purposes.

When the status of the ERA is Open, the will be visible on the ERA Log. When the status of the ERA is Worked, the ERA will be grayed out, but you'll able to make changes and print the form at a later time

If you change an ERA to Archived, it will no longer be accessible and will be removed from the client and practice account.

NOTE: When Archive is selected for an ERA, you also get a confirmation popup warning the ERA will no longer be accessible and will be removed from the client and practice account.

In the first section of the ERA detail page you will see the following info:

• Client Info: First and Last Name of the client
• PCN: Processor Control Number provided by the payer
• Insured Info: Name of the Insured party
• Ins Number: Insurance Policy Number provided by the insurance company.

In the ERA Charges section, you have the following column:

• Proc Code: Procedure Code
• Date of service: The date the service was provided to the client
• MODS: Modifiers
• Units: Number of times a specific service or procedure was performed or provided to the client
• Charges: Cost assigned to the service(s) provided
• Adjustments (Code/Amount): Modifications made to the billed charges

IMPORTANT: Merged claims will display all combined claims under ERA Charges, including their corresponding details such as date of service, charge, adjustments, and more.

When the charge is selected, you will be redirected to the line item of this charge on the Transaction Ledger

NOTE: Any of the ERA charges can also be seen on the transaction ledger. Click here to learn more about the transaction ledger

In the ERA Basic Info section, you’ll find more details about the ERA.

If any adjustment codes were added, you will see them listed under the Adjustment Codes Key section.

NOTE: If the claim was Denied, you’ll also find the explanation coming from the payer for that denial.

You also have the ability to Print the ERA

A new tab with a .PDF view will open

On the PDF view, select the Printer Icon to print your ERA

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